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505 hedge funds and large institutions have $14.9B invested in UDR in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 180 increasing their positions, 174 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $13.3B → $14.9B (+$1.64B)

5% more funds holding

Funds holding: 480505 (+25)

1.79% more ownership

Funds ownership: 98.12%99.91% (+1.8%)

3% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 174

27% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $1.96M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
505
Holders Change
+25
Holders Change %
+5.21%
% of All Funds
7.25%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
180
Reduced
174
Closed
38
Calls
$1.42M
Puts
$1.96M
Net Calls
-$538K
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
101
DekaBank Deutsche Girozentrale
Germany
$9.37M +$1.31M +30,456 +17%
Pictet Asset Management
102
Pictet Asset Management
Switzerland
$9.19M -$52.5K -1,226 -0.6%
BNP Paribas Asset Management
103
BNP Paribas Asset Management
France
$9.04M +$1.83M +42,633 +27%
DSA
104
Davis Selected Advisers
Arizona
$8.95M -$179K -4,170 -2%
Aberdeen Group
105
Aberdeen Group
United Kingdom
$8.9M +$208K +4,850 +3%
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$8.82M -$229K -5,335 -3%
SOADOR
107
State of Alaska Department of Revenue
Alaska
$8.69M +$6.08K +142 +0.1%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$8.53M +$2.34M +54,507 +41%
CCM
109
Carronade Capital Management
Connecticut
$8.4M
CIM
110
Contravisory Investment Management
Massachusetts
$8.38M +$7.92M +184,876 New
GC
111
Guggenheim Capital
Illinois
$8.29M +$3.99M +93,030 +104%
Marshall Wace
112
Marshall Wace
United Kingdom
$8.21M -$14.5M -338,042 -65%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$8.12M -$282K -6,573 -4%
Macquarie Group
114
Macquarie Group
Australia
$8.03M -$8.23K -192 -0.1%
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$7.9M -$1.91M -44,600 -20%
RAM
116
Resona Asset Management
Japan
$7.59M -$293K -6,826 -4%
Korea Investment Corp
117
Korea Investment Corp
South Korea
$7.33M +$2.07M +48,249 +43%
Royal London Asset Management
118
Royal London Asset Management
United Kingdom
$7.29M +$43.7K +1,019 +0.6%
DB
119
Danske Bank
Denmark
$7.13M +$21.4K +500 +0.3%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$6.79M +$2.61M +60,839 +68%
APG Asset Management
121
APG Asset Management
Netherlands
$6.69M -$1.97M -45,879 -22%
Calamos Advisors
122
Calamos Advisors
Illinois
$6.56M -$152K -3,548 -2%
OCBCO
123
Oversea-Chinese Banking Corp (OCBC)
Singapore
$6.52M +$6.16M +143,816 New
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$6.5M -$147K -3,424 -2%
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$6.49M +$1.89K +44 +0%

UDR Hedge Fund Activity: Q3 2024 in Review

505 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UDR (UDR) for Q3 2024, worth a combined $14.9B — up 12% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UDR positions and 38 closed out — a net gain of 27 holders — while 180 added to existing stakes and 174 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $139M. The largest seller was Citadel Advisors, exiting entirely with an estimated $103M sold.

  • 505 institutional investors held UDR (UDR) as of Q3 2024, up from 480 in Q2 2024.
  • Funds reported $14.9B of UDR stock for Q3 2024, up 12% quarter-over-quarter.
  • 65 funds opened new UDR positions in Q3 2024 and 38 closed out, a net change of +27 holders.
  • The largest UDR buyer in Q3 2024 was Capital Research Global Investors, an estimated $139M added.
  • The largest UDR seller in Q3 2024 was Citadel Advisors, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2024.